- Overview |
- Tax Models |
- Tools & Links |
- Education & Training
Tools & Links:
Maximize essential tax planning concepts. Find essential tools and links to help you with your tax preparation services.
Internal Revenue Services
The Internal Revenue Service Web site is a great resource for tax forms and publications, news and updates on legislative law changes, general and specific tax education and tax issues research.
www.irs.gov
Calculators
This link will provide access to calculators to help you make informed financial decisions from a tax and financial planning standpoint. Run scenarios to look at taxable versus non-taxable accounts, the impact of one college funding choice over another and more.
Software
Income Aviator
Providing income during retirement is like a process of flying through turbulence. Drafting a retirement flight plan with the INCOME AVIATOR can enable you to avoid such turbulence through calculated navigation. Find out more by clicking here.
Income Innovator
Income Innovator is asset allocation software used for income planning. Click here to demonstrate the effects of a down market on retirement income. View a demo here.
Income Architect
Bridge the "Troubled Waters" of retirement by showing your clients how to multiply buckets of retirement money and partition their assets to maximize returns. Show exactly how their money will work throughout retirement using this software. Find out more by clicking here or view a demo.
